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AMC Networks Inc.（AMCX）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
AMC Networks Inc.的季度营收约是RBC Bearings INC的1.3倍（$594.8M vs $461.6M），RBC Bearings INC净利率更高（14.6% vs -9.3%，领先23.9%），RBC Bearings INC同比增速更快（17.0% vs -0.8%），RBC Bearings INC自由现金流更多（$99.1M vs $40.4M），过去两年RBC Bearings INC的营收复合增速更高（5.6% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
AMCX vs RBC — 直观对比
营收规模更大
AMCX
是对方的1.3倍
$461.6M
营收增速更快
RBC
高出17.8%
-0.8%
净利率更高
RBC
高出23.9%
-9.3%
自由现金流更多
RBC
多$58.7M
$40.4M
两年增速更快
RBC
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $461.6M |
| 净利润 | $-55.5M | $67.4M |
| 毛利率 | 49.7% | 44.3% |
| 营业利润率 | -8.6% | 22.3% |
| 净利率 | -9.3% | 14.6% |
| 营收同比 | -0.8% | 17.0% |
| 净利润同比 | 80.5% | 16.4% |
| 每股收益（稀释后） | $-0.97 | $2.13 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AMCXRBC
| Q4 25 | $594.8M | $461.6M | ||
| Q3 25 | $561.7M | $455.3M | ||
| Q2 25 | $600.0M | $436.0M | ||
| Q1 25 | $555.2M | $437.7M | ||
| Q4 24 | $599.3M | $394.4M | ||
| Q3 24 | $599.6M | $397.9M | ||
| Q2 24 | $625.9M | $406.3M | ||
| Q1 24 | $596.5M | $413.7M |
净利润AMCXRBC
| Q4 25 | $-55.5M | $67.4M | ||
| Q3 25 | $76.5M | $60.0M | ||
| Q2 25 | $50.3M | $68.5M | ||
| Q1 25 | $18.0M | $72.7M | ||
| Q4 24 | $-284.5M | $57.9M | ||
| Q3 24 | $41.4M | $54.2M | ||
| Q2 24 | $-29.2M | $61.4M | ||
| Q1 24 | $45.8M | — |
毛利率AMCXRBC
| Q4 25 | 49.7% | 44.3% | ||
| Q3 25 | 48.2% | 44.1% | ||
| Q2 25 | 52.7% | 44.8% | ||
| Q1 25 | 51.8% | 44.2% | ||
| Q4 24 | 51.2% | 44.3% | ||
| Q3 24 | 52.0% | 43.7% | ||
| Q2 24 | 55.2% | 45.3% | ||
| Q1 24 | 54.5% | 43.1% |
营业利润率AMCXRBC
| Q4 25 | -8.6% | 22.3% | ||
| Q3 25 | 9.9% | 21.5% | ||
| Q2 25 | 10.7% | 23.2% | ||
| Q1 25 | 11.6% | 23.0% | ||
| Q4 24 | -42.4% | 21.7% | ||
| Q3 24 | 15.6% | 21.6% | ||
| Q2 24 | 1.7% | 24.0% | ||
| Q1 24 | 18.5% | 22.8% |
净利率AMCXRBC
| Q4 25 | -9.3% | 14.6% | ||
| Q3 25 | 13.6% | 13.2% | ||
| Q2 25 | 8.4% | 15.7% | ||
| Q1 25 | 3.3% | 16.6% | ||
| Q4 24 | -47.5% | 14.7% | ||
| Q3 24 | 6.9% | 13.6% | ||
| Q2 24 | -4.7% | 15.1% | ||
| Q1 24 | 7.7% | — |
每股收益（稀释后）AMCXRBC
| Q4 25 | $-0.97 | $2.13 | ||
| Q3 25 | $1.38 | $1.90 | ||
| Q2 25 | $0.91 | $2.17 | ||
| Q1 25 | $0.34 | $2.33 | ||
| Q4 24 | $-6.23 | $1.82 | ||
| Q3 24 | $0.76 | $1.65 | ||
| Q2 24 | $-0.66 | $1.90 | ||
| Q1 24 | $1.03 | $1.92 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $502.4M | $107.6M |
| 总债务越低越好 | $1.8B | $990.2M |
| 股东权益账面价值 | $981.9M | $3.3B |
| 总资产 | $3.9B | $5.1B |
| 负债/权益比越低杠杆越低 | 1.78× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AMCXRBC
| Q4 25 | $502.4M | $107.6M | ||
| Q3 25 | $716.8M | $91.2M | ||
| Q2 25 | $866.4M | $132.9M | ||
| Q1 25 | $870.2M | $36.8M | ||
| Q4 24 | $784.6M | — | ||
| Q3 24 | $816.4M | — | ||
| Q2 24 | $802.6M | $76.8M | ||
| Q1 24 | $690.5M | $63.5M |
总债务AMCXRBC
| Q4 25 | $1.8B | $990.2M | ||
| Q3 25 | $1.9B | $1.1B | ||
| Q2 25 | $2.2B | $915.6M | ||
| Q1 25 | $2.3B | $920.1M | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.3B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.3B | $1.2B |
股东权益AMCXRBC
| Q4 25 | $981.9M | $3.3B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $971.7M | $3.1B | ||
| Q1 25 | $888.8M | $3.0B | ||
| Q4 24 | $855.6M | $2.9B | ||
| Q3 24 | $1.1B | $2.9B | ||
| Q2 24 | $1.1B | $2.8B | ||
| Q1 24 | $1.1B | $2.8B |
总资产AMCXRBC
| Q4 25 | $3.9B | $5.1B | ||
| Q3 25 | $4.2B | $5.1B | ||
| Q2 25 | $4.4B | $4.8B | ||
| Q1 25 | $4.3B | $4.7B | ||
| Q4 24 | $4.4B | $4.7B | ||
| Q3 24 | $4.8B | $4.7B | ||
| Q2 24 | $4.9B | $4.7B | ||
| Q1 24 | $4.9B | $4.7B |
负债/权益比AMCXRBC
| Q4 25 | 1.78× | 0.30× | ||
| Q3 25 | 1.82× | 0.34× | ||
| Q2 25 | 2.27× | 0.29× | ||
| Q1 25 | 2.62× | 0.30× | ||
| Q4 24 | 2.73× | — | ||
| Q3 24 | 2.10× | — | ||
| Q2 24 | 2.26× | — | ||
| Q1 24 | 2.17× | 0.43× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $49.2M | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $99.1M |
| 自由现金流率自由现金流/营收 | 6.8% | 21.5% |
| 资本支出强度资本支出/营收 | 1.5% | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | $272.4M | — |
8季度趋势，按日历期对齐
经营现金流AMCXRBC
| Q4 25 | $49.2M | $122.1M | ||
| Q3 25 | $44.8M | $88.4M | ||
| Q2 25 | $102.8M | $120.0M | ||
| Q1 25 | $108.8M | — | ||
| Q4 24 | $58.1M | $84.0M | ||
| Q3 24 | $62.2M | — | ||
| Q2 24 | $104.4M | $97.4M | ||
| Q1 24 | $150.9M | — |
自由现金流AMCXRBC
| Q4 25 | $40.4M | $99.1M | ||
| Q3 25 | $42.0M | $71.7M | ||
| Q2 25 | $95.7M | $104.3M | ||
| Q1 25 | $94.2M | — | ||
| Q4 24 | $37.6M | $73.6M | ||
| Q3 24 | $53.9M | — | ||
| Q2 24 | $95.2M | $88.4M | ||
| Q1 24 | $144.1M | — |
自由现金流率AMCXRBC
| Q4 25 | 6.8% | 21.5% | ||
| Q3 25 | 7.5% | 15.7% | ||
| Q2 25 | 16.0% | 23.9% | ||
| Q1 25 | 17.0% | — | ||
| Q4 24 | 6.3% | 18.7% | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 15.2% | 21.8% | ||
| Q1 24 | 24.2% | — |
资本支出强度AMCXRBC
| Q4 25 | 1.5% | 5.0% | ||
| Q3 25 | 0.5% | 3.7% | ||
| Q2 25 | 1.2% | 3.6% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 3.4% | 2.6% | ||
| Q3 24 | 1.4% | 4.1% | ||
| Q2 24 | 1.5% | 2.2% | ||
| Q1 24 | 1.1% | — |
现金转化率AMCXRBC
| Q4 25 | — | 1.81× | ||
| Q3 25 | 0.59× | 1.47× | ||
| Q2 25 | 2.04× | 1.75× | ||
| Q1 25 | 6.03× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | 3.29× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
